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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 41 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NPK INTERNATIONAL INC 418,914.0 $6.7M 0.01% -418K -50.0% $15.91
802 WAL WESTERN ALLIANCE BANCORP Financial Services 81,072.0 $6.7M 0.01% -7K -8.2% $82.20 -3.9%
803 GVA GRANITE CONSTR INC Industrials 42,020.0 $6.6M 0.01% -36K -46.0% $158.08 -22.4%
804 COMP COMPASS INC Technology 535,595.0 $6.6M 0.01% -187K -25.9% $12.33 -7.4%
805 WERN WERNER ENTERPRISES INC Industrials 151,402.0 $6.6M 0.01% -72K -32.3% $43.61 -13.7%
806 PAAS PAN AMERN SILVER CORP Basic Materials 146,787.0 $6.6M 0.01% -6K -4.1% $44.79 +18.0%
807 COMSTOCK INC 1,577,910.0 $6.6M 0.01% -123K -7.2% $4.16
808 ASTE ASTEC INDS INC Industrials 107,060.0 $6.6M 0.01% -11K -9.0% $61.19 -29.1%
809 ROG ROGERS CORP Technology 39,817.0 $6.5M 0.01% -1K -3.5% $163.72 -25.5%
810 S SENTINELONE INC Technology 382,124.0 $6.5M 0.01% -6K -1.6% $16.97 +22.8%
811 SKYW SKYWEST INC Industrials 65,144.0 $6.5M 0.01% -13K -16.2% $99.33 +3.4%
812 FICO FAIR ISAAC CORP Technology 5,393.0 $6.4M 0.01% -5K -46.9% $1194.64 -2.1%
813 TPC TUTOR PERINI CORP Industrials 77,610.0 $6.4M 0.01% -29K -27.5% $82.97 +7.4%
814 SUPN SUPERNUS PHARMACEUTICALS Healthcare 138,346.0 $6.4M 0.01% -24K -14.8% $46.51 -2.0%
815 B BARRICK MNG CORP Basic Materials 174,924.0 $6.4M 0.01% -121K -40.9% $36.73 +30.2%
816 KBH KB HOME Consumer Cyclical 102,552.0 $6.4M 0.01% -67K -39.6% $62.59 -10.9%
817 ACLS AXCELIS TECHNOLOGIES INC Technology 33,749.0 $6.4M 0.01% -11K -25.1% $189.45 -34.7%
818 EXLS EXLSERVICE HLDGS INC Technology 247,037.0 $6.4M 0.01% -76K -23.6% $25.86 +46.7%
819 VLYPN VALLEY NATL BANCORP 430,572.0 $6.3M 0.01% -31K -6.7% $14.65
820 DECK DECKERS OUTDOOR CORP Consumer Cyclical 63,468.0 $6.3M 0.01% -163K -72.0% $99.29 -8.3%
Page 41 of 93  ·  1,842 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%